Joanne decided to become a Financial Professional when her Mom, who as a recent widow had no idea where to turn, or who to trust and was constantly asking what she should do with her money.

So, early in her career, Joanne developed a strong expertise in dealing with those who have been widowed and who need to be able to make informed, life-changing decisions during this difficult time.

Areas of Expertise• Helping your (adult) children help you• Preparing your children for inheriting wealth (Inheriting?)• Facing new challenges• Taking over all the financial decisions• Making smart choices• Protecting your interests